Unverified50% confidenceOpinionExact time
当多个厂商提供近似同质化产品且边际成本相近时，均衡价格会向边际成本收敛（伯特兰竞争模型），AI高质量能力正在商品化导致利润率崩塌
1
Sources
50%
Confidence
Long-term
Relevance
7/7/2026
First Seen
Sources
GLM 5.2来袭：AI利润率崩塌前夜的产业变局
hackernewshackernews7/6/2026
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